RIHO Partners, LLC reported 12 positions worth $171.78M for the quarter ended Jun 30, 2026, up 9.3% on the prior quarter. It opened 0 new positions, added to 4, trimmed 8 and exited 1. Its largest holding is Progressive Corp at 16.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BLDR Builders FirstSource, Inc. | -99.4K | -100.0% | $8.18M | Exited |
| MUSA Murphy USA Inc. | -14.4K | -26.3% | $7.75M | 12.66% |
| MSFT Microsoft Corp | -1,309 | -5.4% | $488.28K | 4.98% |
| HEI-A Heico Corp | -191 | -0.3% | $68.26K | 11.45% |
| GOOGL Alphabet Inc. | -119 | -0.3% | $42.53K | 8.05% |
| PGR Progressive Corp | -108 | -0.1% | $23.59K | 16.39% |
| IESC IES Holdings, Inc. | -60 | -0.4% | $22.04K | 3.64% |
| TPL Texas Pacific Land Corp | -31 | -0.2% | $13.57K | 3.65% |
| AMZN Amazon Com Inc | -53 | -0.1% | $12.63K | 6.84% |
No new positions this quarter.
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| BLDR Builders FirstSource, Inc. | -99.4K | $8.18M | 5.21% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | PGR Progressive Corp | Financial Services | 128.9K | $28.16M | 16.39% | -108 | -0.1% | Reduced | 0.02% |
| 2 | MUSA Murphy USA Inc. | Consumer Staples | 40.4K | $21.75M | 12.66% | -14.4K | -26.3% | Reduced | 0.22% |
| 3 | ORLY O Reilly Automotive Inc | Consumer Discretionary | 217.9K | $20.07M | 11.68% | +13.4K | +6.5% | Added | 0.03% |
| 4 | HEI-A Heico Corp | Industrials | 55.1K | $19.68M | 11.45% | -191 | -0.3% | Reduced | 0.07% |
| 5 | NVDA Nvidia Corp | Technology | 86.5K | $17.30M | 10.07% | +21.1K | +32.3% | Added | 0% |
| 6 | SGI Somnigroup International Inc. | Consumer Discretionary | 187.4K | $14.69M | 8.55% | +44.8K | +31.4% | Added | 0.09% |
| 7 | GOOGL Alphabet Inc. | Technology | 38.7K | $13.83M | 8.05% | -119 | -0.3% | Reduced | 0% |
| 8 | AMZN Amazon Com Inc | Consumer Discretionary | 49.3K | $11.75M | 6.84% | -53 | -0.1% | Reduced | 0% |
| 9 | MSFT Microsoft Corp | Technology | 22.9K | $8.55M | 4.98% | -1,309 | -5.4% | Reduced | 0% |
| 10 | TPL Texas Pacific Land Corp | Real Estate | 14.3K | $6.27M | 3.65% | -31 | -0.2% | Reduced | 0.02% |
| 11 | IESC IES Holdings, Inc. | Industrials | 17.0K | $6.25M | 3.64% | -60 | -0.4% | Reduced | 0.04% |
| 12 | OSG Octave Specialty Group Inc | Financial Services | 554.8K | $3.46M | 2.02% | +8,249 | +1.5% | Added | 1.22% |
Tip. Select a row to see that position’s full history at RIHO Partners.
As of its Q2 2026 13F filing, RIHO Partners, LLC’s five largest positions were Progressive Corp (PGR) at 16.4%, Murphy USA Inc. (MUSA) at 12.7%, O Reilly Automotive Inc (ORLY) at 11.7%, Heico Corp (HEI-A) at 11.5%, Nvidia Corp (NVDA) at 10.1% of the reported portfolio.
RIHO Partners, LLC reported a 13F portfolio worth $171.78M across 12 positions for Q2 2026. That is up 9.3% from the previous quarter.
Its largest purchases by value were Nvidia Corp ($4.23M), Somnigroup International Inc. ($3.51M), O Reilly Automotive Inc ($1.23M). It opened 0 new positions.
Its largest sales by value were Builders FirstSource, Inc. ($8.18M), Murphy USA Inc. ($7.75M), Microsoft Corp ($488.28K). It exited 1 positions entirely.
From the Form 13F-HR reports RIHO Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.